Video Tour

We’ve put together a series of videos contained in this video tour showing the Finale Inventory software in-use. These aren’t glossy marketing videos. They’re made to show you exactly how the software works.

If you’re new to Finale Inventory, start at the beginning and watch the entire series. Or, scroll the list and find the topic that suits your needs. You can also check out the Quick Start Guide for a step-by-step on getting started. Or, visit the Help Center to find answers to frequently asked questions.

Finale Inventory Basics

  1. Importing products from Excel
  2. Importing products from an integration (e.g. marketplace, shopping cart, POS, or shipping software)
  3. Categories – creating & using & importing
  4. Creating locations and sublocations
  5. Bulk importing initial stock levels
  6. Advanced import initial stock levels with multi locations, serial id, or lots ids
  7. Creating new supplier or customer
  8. Importing list of suppliers or customers
  9. Creating custom fields
  10. Importing product thumbnails
  11. Custom reports
  12. Setting pricing formula for your products
  13. Setting up user permissions
  14. Printing Labels – Basic Product labels
  15. Activating and Deactivating Product IDs
  16. How to add a Document, Report, or Label to the Action Menu
  17. How to remove or unmap a Product Lookup

Purchase Orders

  1. Creating purchase orders
  2. Adding a company logo to printed purchase order
  3. Receiving Shipments against a purchase order
  4. Receiving partial shipments
  5. Adding Taxes, Discounts, or Fees to Purchase Orders
  6. How to set mix-max reorder point formula to automate reordering
  7. Automated Email Re-Order Notifications
  8. Average costing calculations
  9. Autopopulating custom fields for purchase orders
  10. Importing order items into a purchase order
  11. Receiving Shipments by importing purchase order shipment
  12. How to create viewing presets for the purchase list screen
  13. Customize Actions menu example:  Adding a barcode of the Order ID to a printed purchase order
  14. How to quickly create a drop purchase order directly from a sales order

Inventory Operations

  1. Conducting stock take
  2. Conducting stock change
  3. Conducting stock transfer
  4. Creating a kits / bundles
  5. Creating assembly or manufacturing build
  6. Case packing
  7. Keeping track of serial numbers
  8. Using Finale for asset tracking
  9. Stock auditing
  10. Printing Labels – Basic Product labels

Sales Order and Fulfillment

  1. Creating a sales order
  2. Adding a company logo to printed sales order
  3. Assigning different price tiers for various customer segments
  4. Autopopulating custom fields for sales orders
  5. Adding taxes, discounts, or fees to sales order to sale orders
  6. Creating a quote
  7. Reserving stock
  8. Invoicing
  9. Shipments
  10. Picking split shipments
  11. Boxing and packing before shipping
  12. Printing a Bill of Laden
  13. Returns
  14. Importing order items into a Sales Order
  15. Shipping Shipments by Importing a Sales Order Shipment from Excel
  16. How to create viewing presets for the sales list screen
  17. How to print Pull Sheets

Mobile Barcode Scanner Operations

  1. Mobile barcode scanning overview
  2. Barcoding – Serial Numbers Overview (more info)
  3. Barcoding – Order Picking Options Overview
  4. Barcoding – Discrete Picking (Picking a sales order one by one)
  5. Barcoding – Batch Picking – Wave Picking
  6. Barcoding – Batch Picking – Pick and Pack
  7. Barcoding – Overview – Scan packed orders Feature
  8. Barcoding – Scan packed orders – One Sublocation Warehouse
  9. Barcoding – Scan packed orders – Many Sublocation Warehouse
  10. Barcoding – Scan packed orders – Stock items with lots /serial numbers
  11. Barcoding – Receiving a shipment
  12. Barcoding – Receiving a shipment with serial numbers
  13. Barcoding – Order by the case & receive into eaches
  14. Barcoding – Print barcode labels in advance of shipment
  15. Barcoding – Transfer stock from one location to another
  16. Barcoding – Stock Take Feature – Overview
  17. Barcoding – Conduct Stock Takes – Cycle Counting
  18. Barcoding – Conduct Stock Takes – Audit “Write Zeros”
  19. Barcoding – Conducting Stock Change (Adding Stock to Inventory)
  20. Barcoding – Conducting Stock Change (Removing Stock From Inventory)
  21. Barcoding – Printing barcode labels
  22. Barcoding – Connecting scanner to Finale
  23. Barcoding – Connecting an electronic scale to barcode scanner
  24. Barcoding – Learn Barcodes – Associate UPC barcode to Finale product ID
  25. Barcoding – How to turn on the Quantity Box
  26. Barcoding – Break apart case – changing Cases into Units

 

Integrations Videos

  1. ShipStation integration Overview
  2. Syncing Finale-originated orders to ShipStation
  3. Mapping multiple alias skus to a single product id
  4. Updating stock levels to Amazon, eBay, and other marketplaces / shopping carts to prevent overselling
  5. Updating stock levels to Etsy variation SKUs
  6. Advanced eCommerce: Including supplier quantities when updating stock levels to marketplaces / shopping carts
  7. Handling eCommerce sales of kits or bundles
  8. QB Desktop and Online Integration Overview
  9. Square POS Overview 
  10. Automated Scheduled Email Reports
  11. Automated Scheduled FTP Data Export